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This article has the following information:

What is the MSPbots Setup Report?

The MSPbots Setup Report contains widgets that show the overall health of your MSPbots setup. It highlights the areas that require action and those that need to be fixed so that MSPbots can be fully functional.

How is the MSPbots Setup Report helpful?

This report helps the MSPbots admin to identify the possible issues in the MSPbots Setup in real-time.

Where can I access the MSPbots Setup Report?

This report can be accessed under Settings and may only be viewed with admin permissions. To access the report, navigate to Settings on the MSPbots menu and go to MSPbots Setup Report.

What are the widgets included in the report?

The widgets available in the MSPbots Setup Report are listed and described below. Data that are displayed in green font indicate a good status. Data in red, however, indicates that action is required for that widget info.

Widget Name

Description

Solution

Sync Error Integration

A sync error will result in inaccurate reports. This widget shows the number of integrations that are currently having sync errors.

Please go to the Integrations page to fix the errors

Unconnected Integration

Connecting to integrations allows you to maximize the benefits of MSPbots. This widget shows the number of available integrations that are not connected and ready for setting up.

Please go to the Integrations page to link those integrations

Azure AD Authorization

Syncing the AAD to MSPbots eliminates the need to manually update and sync the user directory. This widget shows whether or not AAD authorization is complete and successful.

Please go to the Integrations page, click "Teams", the "Sync"

Main Bot Switch

Bots need to be activated for the alerts to work. This widget shows if the main bot switch is on or off.

On the Bots page, there is a button called "Turn off all", that button is a master switch that will disable all bots from sending messages to users, this should be used when you encounter massive errors from the bots that you can't turn off the bot that generating errors. This will give you a quick "disable all" button. 

Missing Manager Info

Manager info is important for escalation. This widget shows how many users do not have corresponding manager info in their accounts.

How to Set up Manager and Job Title info for employees

Users Missing Job Titles

Having job title information is important because some bots use job titles as a filter. This widget shows how many users do not have job title information.

How to Set up Manager and Job Title info for employees

Not Guest User with PSA Account

Users with PSA accounts may get disabled accidentally. This list will ensure they are correct. Exclude the user that is disabled in AAD.


Ticket “In Progress” Status Setting

This widget shows if the “in progress” setting is already set up.


Bot Messages Count Last 7 Days

If the bots are enabled, this widget shows how many bots were generated in the last 7 days. It also shows how many have been received and read over the same period.


PSAU without Home Channel

This shows how many PSAUs do not have the home channel setting.


Number of users have no work schedule

This widget shows the number of users without assigned work schedules.


Users with message switch off users

This displays the number of users whose message is switched off.



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